Job Description

Title: Insurance Personal Lines Private Client Account Executive, Family Office

Location: Charlotte, NC (REMOTE)

Salary: $120,000k - $145,000k + excellent benefits

Our client, an established Top 20 P&C insurance broker is seeking a Personal Lines Account Executive, Family Office . Position is open due to growth. You will be responsible for overall service of the book of business consisting of High-Net-Worth clients. Must have experience working with High-Net-Worth individuals and carriers, including Chubb, Zurich, Cincinnati, PURE, etc. Position is 100% remote and will have occasional travel to regional offices.

If interested, please send resume to sschneider@solomonedwards.com – All resumes will be held confidentially and nothing will be shared with anyone without your consent and approval.

Responsibilities:

• Reviews client exposures, loss experience and current coverage and recommends appropriate products and services.
• Presents clients with accurate market data from appropriate resources to advise & counsel on complex risk.
• Familiarity writing with high-net-worth carriers including, but not limited to Chubb, AIG, Zurich, Cincinnati, etc.
• Ability to communicate client’s risk salutation and binding instructions to carriers.
• Develops complete client information and applications for new and renewal business. Markets to insurance carriers and prepares proposals.
• Serves as main point of contact for the client.
• Follows up with insurance carrier underwriters to answer questions and solicit quotes for new business.
• Negotiates premiums, coverages, terms, and conditions for prospective clients.
• Addresses client questions, provides guidance on appropriate coverage changes and/or contractual requirements, educates client on exclusions and exposures.
• Assists with the strategic design of insurance plans for clients with little to no supervision.
• Strategically assists in the remarketing of renewals to ensure a high level of account retention.
• Oversees the preparation of proposals for the client, including, but not limited to submissions, loss evaluations and risk analysis to ensure timely and accurate quotations and policies.
• Determines and communicates various options for billing and invoicing.

Education and Qualifications:

• MUST have 8+ years of Private Client and/or Family Office experience!
• Must currently hold an active Property & Casualty License
• Has a high level of technical insurance knowledge, is organized, and possesses excellent verbal and written communication skills.
• Possesses the ability to cast vision, develop effective strategies and tactics, and create positive motivation for business segment colleagues.

The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.

SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.

SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here:

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